Is Your Smart Money Specialist

Call Us

(918) 851-2853

Email Us

greg@peakfinancialllc.org

Visit Us

Park Towers

5314 S. Yale Ave. Suite 605

Tulsa, OK 74135

Call Us

(918) 851-2853

Email Us

greg@peakfinancialllc.org

Visit Us

Park Towers

5314 S. Yale Ave. Suite 605

Tulsa, OK 74135

 

Greg F. Peak Financial LLC Services & Planning

Articles & Downloads

What To Consider When Purchasing Life Insurance

Around 40 percent of Americans don’t have life insurance. Still, experts say it’s one of the smartest investments you can make.

Whether you have a life insurance policy or are thinking about getting one, you probably have many questions. The most common questions are usually about how much life insurance you should buy.

So, how much coverage should you get? The answer depends on you. Use this guide to help determine your ideal life insurance coverage.

What To Consider When Purchasing Life Insurance

Around 40 percent of Americans don’t have life insurance. Still, experts say it’s one of the smartest investments you can make.

Whether you have a life insurance policy or are thinking about getting one, you probably have many questions. The most common questions are usually about how much life insurance you should buy.

So, how much coverage should you get? The answer depends on you. Use this guide to help determine your ideal life insurance coverage.

What Is an Annuity and How Does It Work?

News of cuts to Social Security swirl in the news each year. Because of the uncertainty around the viability of this retirement program, about 60% of people close to retirement fear they will outlive their savings!

Adding in the fact that most people aren’t financial advisors, personal investing can seem daunting. With so many options and the risk of losing money, many of us worry about how best to protect our money.

You may have heard about an annuity. But what is an annuity? These investment vehicles sound simple, but once you dig a little bit, they get much more complex.

Are you wondering if an annuity could work for your retirement investing plan? Download now for our definitive guide to this kind of investment.

How Much Do You Really Need to Retire?

Did you know that most families don’t have any retirement savings?

Even the ones who are quickly approaching retirement?

Amid political and economic uncertainty most Americans don’t really know what to do when it comes to building a retirement plan. The rise of the gig economy is helping the confusion.

What does retirement even really mean anymore? How much do you really need to retire in the 20s? We created this comprehensive guide to answer your questions about modern retirement.

Everything You Need to Know When Purchasing Medicare

The number of people 65 and older in the U.S. is expected to top 55 million by the end of 2020. That’s an increase of nearly 35 percent in the last decade. As more baby boomers are reaching retirement age, they’re looking for health insurance that fits both their medical and financial needs.

You may be nearing that point in your life. In this guide, we’ll walk you through everything you need to know about purchasing Medicare and which plans might be right for you.

Are You Financially Prepared For A National Emergency?

You’ve probably heard time and again that it’s important to have a rainy-day fund set up “just in case” something unexpected were to happen. But we’re now at a time when having an emergency fund is more vital than ever.

The coronavirus pandemic has already had devastating effects on the economy at large and, on an individual level, it has led to job loss and reduction of hours for many workers around the world.

Even if the coronavirus’ financial impacts haven’t hit you personally yet, here’s how to be prepared in case it does — plus how to set up a fund for unexpected future national emergencies.

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